Spurstone Advisory Services, LLC New Holdings in Q1 2025

Spurstone Advisory Services, LLC

  • $5.14 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
RTX
Raytheon Technologies Corp

Industrials
2.52K
New
$114.1 - $135.66 $288K - $342K
2.52K $334M
TT
Trane Technologies PLC

Industrials
290
New
$332.0 - $400.86 $96.3K - $116K
290 $97.7M
UNH
Unitedhealth Group Inc

Healthcare
150
New
$461.52 - $548.18 $69.2K - $82.2K
150 $78.6M
IVV
Ishares Core S&P 500 ETF

ETFs
97
New
$554.06 - $615.85 $53.7K - $59.7K
97 $54.5M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
1.58K
New
$18.36 - $20.51 $28.9K - $32.3K
1.58K $31.2M
TSLA
Tesla, Inc.

Consumer Cyclical
90
New
$222.15 - $428.22 $20K - $38.5K
90 $23.3M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
345
New
$57.21 - $65.8 $19.7K - $22.7K
345 $20.1M
TLT
Ishares Barclays 20+ Year Trea

ETFs
174
New
$85.29 - $92.57 $14.8K - $16.1K
174 $15.8M
RSP
Invesco S&P 500 Equal Weight E

ETFs
70
New
$169.43 - $182.84 $11.9K - $12.8K
70 $12.1M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
246
New
$42.5 - $46.71 $10.5K - $11.5K
246 $11.1M
VLUE
Ishares Msci Usa Value Factor

ETFs
69
New
$104.89 - $113.56 $7.24K - $7.84K
69 $7.36M
EZU
Ishares Inc Msci Eurozone ETF

ETFs
126
New
$46.83 - $56.05 $5.9K - $7.06K
126 $6.71M
SPYG
Spdr Portfolio

ETFs
31
New
$80.05 - $92.39 $2.48K - $2.86K
31 $2.49M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
40
New
$49.78 - $53.19 $1.99K - $2.13K
40 $2.04M
IWR
Ishares Russell Mid Cap ETF

ETFs
17
New
$82.81 - $92.93 $1.41K - $1.58K
17 $1.45M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
26
New
$48.02 - $53.02 $1.25K - $1.38K
26 $1.29M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
8
New
$114.57 - $118.14 $917 - $945
8 $945K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
9
New
$77.91 - $92.26 $701 - $830
9 $715K
SPTS
Spdr Portfolio Short Term Trea

ETFs
24
New
$28.92 - $29.24 $694 - $702
24 $701K
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
14
New
$47.59 - $50.79 $666 - $711
14 $700K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
13
New
$50.39 - $50.66 $655 - $659
13 $658K
AVIG
American Centy ETF Tr Avantis

ETFs
15
New
$40.06 - $41.55 $601 - $623
15 $620K
USFR
Wisdomtree Floating Rate Treas

ETFs
11
New
$50.29 - $50.5 $553 - $556
11 $553K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
12
New
$42.4 - $44.11 $509 - $529
12 $526K
AVUV
American Centy ETF Tr Avantis

ETFs
6
New
$84.95 - $100.62 $510 - $604
6 $523K
AGGY
Wisdomtree Yield Enhanced U.S.

ETFs
10
New
$42.36 - $43.8 $424 - $438
10 $434K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
8
New
$48.31 - $49.23 $386 - $394
8 $393K
Eldridge Bbb B Clo ETF
14
New
N/A
14 $371K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
4
New
$80.73 - $94.96 $323 - $380
4 $332K
Eldridge Aaa Clo ETF
13
New
N/A
13 $331K
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
4
New
$49.22 - $51.73 $197 - $207
4 $202K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
8
New
$21.23 - $22.14 $170 - $177
8 $176K
HYBL
Ssga Active Tr Spdr Blackstone

ETFs
4
New
$28.04 - $28.63 $112 - $115
4 $112K
CMBS
Ishares Cmbs ETF

ETFs
2
New
$47.16 - $48.21 $94.3 - $96.4
2 $96K
Activity Summary
Buys All Purchases 40 New Holdings 35 Increased Positions 5 Sells All Sells 4 Reductions 4 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Spurstone Advisory Services, LLC Portfolio

Follow Spurstone Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spurstone Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Spurstone Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email